1. Go to Settings and Team Members subtab. Click on the “+ Add Member” button to add your teammate.
2. Add your team member’s details including your teammates role.
Roles:
Builder Admin - Full access to Wunderbuild (Estimations, Contacts, Jobs, Settings, etc.)
Job Manager - Full access to specific Jobs set by Builder Admin. Access to see Client costs is restricted.
Basic -Restricted access to specific Jobs set by Builder Admin. Includes Overview, Documents, Schedule, Site Diary & Internal Messages
Note: Please make sure to input accurate email address as they will receive their login information in their inbox.
3. Have your team members check their email for the Wunderbuild invitation. Please check both inbox and spam folders.
Invitation Example from Wunderbuid:
4. Login to the Wunderbuild website or download the Wunderbuild app.